Who Owns SPDR SER TR (SMLV)? -- Institutional Holders (2026-06-30)

105 institutions reported holding $153.5M of SPDR SER TR (SMLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Howard Capital Management Inc. ($19.2M), DORVAL Corp ($12.7M), Cambridge Investment Research Advisors, Inc. ($12.1M), OSAIC HOLDINGS, INC. ($12.1M), McKinney Capital Management, LLC ($10.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Howard Capital Management Inc.	$19.2M	121,811	New
2	DORVAL Corp	$12.7M	80,869	Added
3	Cambridge Investment Research Advisors, Inc.	$12.1M	77,089	Added
4	OSAIC HOLDINGS, INC.	$12.1M	76,601	Trimmed
5	McKinney Capital Management, LLC	$10.0M	63,794	New
6	LPL Financial LLC	$9.8M	61,981	Added
7	AQR CAPITAL MANAGEMENT LLC	$9.2M	58,197	Added
8	Roan Capital Partners	$5.5M	35,075	Added
9	UBS Group AG	$3.5M	22,259	Added
10	Cetera Investment Advisers	$3.2M	20,186	Trimmed
11	ENVESTNET ASSET MANAGEMENT INC	$3.0M	19,335	Added
12	McNaughton Wealth Management, LLC	$2.9M	18,455	Trimmed
13	COMMONWEALTH EQUITY SERVICES, LLC	$2.2M	14,200	Trimmed
14	Johnson & White Wealth Management, LLC	$2.0M	12,562	Trimmed
15	BANK OF AMERICA CORP /DE/	$1.9M	12,083	Added
16	TWO SIGMA INVESTMENTS, LP	$1.9M	11,900	Added
17	Royal Bank of Canada	$1.9M	11,813	Trimmed
18	IAG Wealth Partners, LLC	$1.8M	11,606	Trimmed
19	MORGAN STANLEY	$1.8M	11,532	Added
20	Integrated Wealth Concepts LLC	$1.8M	11,367	New
21	IEQ CAPITAL, LLC	$1.7M	10,817	Trimmed
22	NorthRock Partners, LLC	$1.6M	9,880	Trimmed
23	PNC Financial Services Group, Inc.	$1.5M	9,620	Added
24	CITADEL ADVISORS LLC	$1.4M	9,152	Added
25	NewEdge Advisors, LLC	$1.4M	8,657	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30